The market has taken us on quite a ride thus far in 2019. A severe selloff around the end of 2018 quickly dissipated in the new year as the economy seemed to be on track and the Fed decided to pause its rate hiking path.
Institutional Strategies
Since our founding the Firm’s boutique structure has facilitated specialization of strategies for institutional clients unique needs and outcomes.
Managed Accounts
Our specialized strategies are also available on managed account platforms to accommodate clients’ needs for transparency and customization.
Open-end Funds
As one of the affiliated investment managers within Virtus Investment Partners, our strategies are offered via open-end mutual funds.
Closed-end Funds
In addition to managing institutional products, Duff & Phelps has over two decades experience managing closed-end funds for individual investors.
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A focus on high-quality businesses
Real Estate Securities, i.e. REITs and their international equivalents, provide investors with exposure to commercial real estate assets via publicly traded securities.
Meeting Investor Needs
Institutional Investors
Our boutique structure is designed to focus resources on our specialized active investment strategies, and to meet the needs of institutional investors for consistent results, pro-active communication, and transparency.
Our approach has benefited the institutional clients we have worked with, which include: public funds, foundations & endowments, corporations, municipalities, multi-employer plans, nuclear decommissioning trusts, and sub-advisory.
Individual Investors
For more than 80 years, Duff & Phelps has been distinguished by in-depth fundamental research. We have built on our pioneering approach to utilities, expanding to offer several specialized active strategies that seek to enhance individual investors outcomes.
Through open-end mutual funds, managed accounts, and closed-end funds, investors may wish to consider our approach as a foundation for their portfolios in today’s complex world.